Posts by Scott Meister, CPA
How to Print Multiple Reports at Once in QuickBooks Desktop
Updated January 6, 2021 Ever need to print more than one report at the same time? Unless you’re an accountant who loves looking at financial information all day long (like me), you probably want to get into QuickBooks®, do what you need to do, and get out as quickly as possible. Trust me, I love…
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How to Set the Reminder Screen to Display Upon Opening QuickBooks Desktop
If you don’t use the reminder page in QuickBooks, you’re missing out. It is one of my favorite pages and I use it to help me prioritize tasks in QuickBooks. A neat feature available in QuickBooks is the ability to set the reminder screen to display each time you open the company file. To do…
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How to Turn Spell Checker On/Off in QuickBooks Desktop
This is a rather easy Tuesday Tip, but sometimes the easy ones are most overlooked:‑) Spell checker is a great asset to QuickBooks and can be turned on or off, although I’m not sure why you’d turn it off. To do this, click on Edit in the menu bar (1), select Preferences (2), select Spelling…
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How to Adjust the Date Warnings in QuickBooks Desktop
If you’ve ever received a payment at the time of a sale (instead of invoicing the customer), you’ll want to create a sales receipt. In QuickBooks this is a fairly simple process.From the menu bar click Customer (1) and click Enter Sales Receipt (2). Once the Sales Receipt displays, select the appropriate Customer: Job (3)…
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How to Delete a Misspelled Word from the Dictionary in QuickBooks Desktop
Have you ever accidentally added a misspelled word to the dictionary in QuickBooks? If so, it can be somewhat annoying if you see that word surface on a printed invoice. This is an easy mistake to make and of course QuickBooks has a solution. The solution is to remove the word from the dictionary. To…
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How to Easily Create a Check Detail Report in QuickBooks Desktop
Have you ever created a check with multiple lines of detail? In those instances it may be beneficial to send a report with all the detail for the check so the receiver can apply payment appropriately.QuickBooks provides a Transaction Journal report that can accommodate this need. To access the Transaction Journal, make sure the check…
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Dropdown list QuickBooks® Online Keyboard Shortcut
Just thought I’d share one of the many keyboard shortcuts available in QuickBooks® Online, Alt + Down Arrow. This shortcut displays the dropdown list when your cursor is on the field. The next time you need to see the options in a dropdown list in QuickBooks® Online, try using the keyboard shortcut Alt + Down Arrow.
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Next Word in field QuickBooks® Online Keyboard Shortcut
Accessing words in a field can be expedited by using the QuickBooks® Online keyboard shortcut, Ctrl + Right Arrow. This shortcut moves the cursor to the next word in a field. The next time you need to access the next word in a field in QuickBooks® Online, try using the keyboard shortcut Ctrl + Right…
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How to Easily Select and Pay All Open Bills for One Vendor in QuickBooks Desktop
If you use the Bills and Bill Pay sections in QuickBooks you may have run into this scenario. You have a bunch of bills from multiple vendors and you have to pay all open bills for just one particular vendor. From the Bill Pay screen, you could select “Vendor” under the Sort By dropdown but…
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Previous Word in field QuickBooks® Online Keyboard Shortcut
Accessing words in a field can be expedited by using the QuickBooks® Online keyboard shortcut, Ctrl + Left Arrow. This shortcut moves the cursor to the previous word in a field. The next time you need to move to a previous word in a field in QuickBooks® Online, try using the keyboard shortcut Ctrl +…
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